Family Office Services
Integrity, Reliability, Confidentiality, when your family needs it the most.
“Your legacy is every life you touch.”
— Maya Angelou
Trust matters the most.
I help family offices simplify complex transactions and safeguard their legacy. As a Naval Academy graduate, veteran, MBA, entrepreneur, and licensed real estate professional, I combine precision, discretion, and opportunity-spotting. From off-market property to airtight legal docs, I’m the quiet operator who protects wealth and creates peace of mind.
Legal & Estate Planning Documents
When protecting a family legacy, every signature matters. We execute and notarize wills, trusts, powers of attorney, succession plans, and other estate instruments with military precision and complete confidentiality. Our goal is simple — to ensure that your most sensitive documents remain protected wherever they’re needed and hold up at every step.
Banking & Financial Settlement Documents
Large transactions can’t afford errors or delays. We verify and notarize banking instruments, loan packages, investment agreements, and private equity paperwork so your settlements move forward securely and on schedule. Accuracy, compliance, and speed — delivered with the discipline you expect.
Real Estate & Property Transctions
From luxury residences to complex multi-property deals, we bring clarity and control to closings. Our combined real estate and notarial expertise covers purchase and sale agreements, deed transfers, escrow instructions, and cross-border property documentation. Confidential, seamless, and built to protect your family’s investment.
International & Cross-Broder Documents
Global families require global reach. We handle apostilles, authentications, and legalizations to meet international treaty standards and jurisdictional requirements. Whether it’s structuring trusts abroad or managing residency and citizenship filings, we maintain strict chain-of-custody and absolute discretion.
Business & Corporate Governance Documents
Families often operate businesses and hold private investments that require flawless record-keeping. We support board minutes, shareholder resolutions, stock transfers, and partnership agreements, bringing entrepreneurial insight and legal rigor to your corporate governance.
Confidential Records & Special Projects
Every family has unique, sensitive matters. We create tailored solutions for family constitutions, philanthropic vehicles, succession letters, and other bespoke legal instruments. Our work protects privacy, ensures compliance, and gives decision-makers the confidence they need.
Book an appointment or inquire about services.
“Trust takes years to build, seconds to break, and forever to repair.” — Anonymous